Integrations
Helpful information on how to set up and best use Proof's integrations.
Disabling blocking of Proof cookies for case management integrationsIf you're having trouble logging in to a Proof via an integration (e.g. Clio, MyCase, or Litify), follow the steps in this article.
What Does Proof See in My Case Management System?Learn what Proof does and doesn't view in your case management system when connected via integration.
Clio
Clio Integration Information and Troubleshooting
How do I add Proof to Clio?
Clio - Managing Serve Requests
Clio - Creating Serve Requests
Existing Proof Clients Adding Proof to Clio
Clio - How do I use Proof in a matter?
Clio - What is the user onboarding process?
Clio - How do I manage users in my law firm?
Clio - Configuring Integration Settings
Clio - Troubleshooting
Filevine
Filevine Integration Setup, Best Practices, and Troubleshooting
How to set up the Proof x Filevine IntegrationThis step by step guide walks through generating a personal access token (PAT) for v2 API users.
Using the Proof Chrome ExtensionCreate jobs without leaving Filevine with Proof's new Chrome Extension
How to Receive Job Updates Within Filevine
How to Create Filevine Expense Activities for Proof InvoicesAutomatically generate expense activities in Filevine.
Proof Notifications Delivered to Your Filevine Activity Feed
Litify
A collection of helpful articles about Proof's integration with Litify.
Unlock Full Litify Integration with ProofLearn how to get the most out of Proof's integration with Litify
Setting up the Expense Payee Field in LitifyThis guide will help you improve your expense tracking within Litify by setting Proof as the default Expense Payee on serves.